Our Services

Performance Operations

• Clarify the company mission and operationalize management’s strategic plan

• Define organizational structures and align teams for accountability and success

• Redefine roles and responsibilities and identify key competencies

• Devise compensation schemes including commissions and incentive-based plans

• Evaluate Sales organization operations: pipeline, win/loss analytics, cross-sell opportunities, etc.

Transaction Services

• M&A due diligence – target and acquirer

• Post-merger integration planning and execution

• IPO preparation

• Capital raise readiness, including pitch preparation, competitive analysis, investor analysis and financial modeling

Financial & Accounting Services

• Stand-up accounting systems and facilitate their integration with other internal and third party systems to ensure management is aligned with one source of the truth

• Establish and maintain regulatory standards for reporting to investors and regulators

• Review historical financials, build a forecasting model and set of KPIs, as well as analyze financial statements and chart of accounts to ensure alignment and comparability

• Institute bookkeeping framework and provide on-going accounting support; customize dashboard for easily consumable financial and KPI overview

• Prepare financials, evaluate internal controls design, and liaise directly with auditors to promote audit readiness